Stock Movers Marvell Rallies, Gap Drops, Blue Owl Falls on News it Has £36 Million Exposure to a Collapsed UK Lender
Mar 6, 2026
Chipmaker optimism around accelerating data-center demand and revenue growth. Retail struggles as a major apparel chain misses sales and profit expectations. Private credit worries after a firm reveals exposure to a collapsed UK property lender.
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Marvell Sees Accelerating Data Center Revenue
- Marvell expects fiscal 2027 revenue to rise to $11 billion driven by faster-than-expected data center demand.
- Tatiana Daria links this to cloud operators increasing capex and Marvell's strength in ASICs competing in data-center AI workloads.
Gap Misses On Old Navy And Athleta Weakness
- Gap shares fell 13% after fourth-quarter sales and profit missed estimates driven by Old Navy and Athleta comparable-sales weakness.
- Tatiana Daria notes the turnaround remains uneven as Athleta revitalization is taking time despite full-year profit beating expectations.
Blue Owl Hurt By Exposure To Collapsed UK Lender
- Blue Owl plunged after reports it has nearly £48 million exposure to collapsed UK lender Century Capital Partners, which funded risky loan tranches.
- Tatiana Daria highlights private credit stress as a broader market worry with insolvency events following other UK lender failures.